Interview Questions

Monday, April 7, 2014

Process from Opportunity to Sales Order in AX 2009

First of all we have to start from CRM module. 
1. Go to CRM module 
2. Select Opprtunity Details. 1 form will open. Here you have to fill Subject and description only.
3. Click on Setup Button and the click on Contacts. 1 form will open. in this form you have to create one contact. Enter only Contact. It is sufficient. Now after creating the contact go to contact info tab. Here you have to enter some data. Like : Ph. No., Email etc.
4. Then go to Inquiry button and select Business relation. In this form 1 business account will create.
5. Now click on Functions button and you will get 2 options (Convert to customer and convert to Vendor). After selecting the choice the opportunity will convert to Customer or Vendor.
6. After selecting Customer it will show one selection box. Click on Yes.
7. After this click 1 form of customer account will create.
8. Now back to opportunity form.
9. Click on Functions button and select Create Quotation option.
10.Here in Create quotation form, you have to create quotation. 
11. Now after creating quotation click on update and then Confirmation.
12. After confirmation 1 Sales Order will create.
13. Now, right click on Sales Id and click on GoToMain Table form.
14. Now, goto Update button and click confirmation.
15. And then again goto update button and click on invoice.
Here everything is done from Opportunity to Sales Order.

No comments:

Post a Comment